FSA Advisors Inc. Raises Holdings in NextEra Energy, Inc. $NEE

Key Points

• FSA Advisors boosted its stake in NextEra Energy by 663.8% in Q4, adding 24,330 shares to hold 27,995 shares worth $2.247 million.
• CEO John W. Ketchum sold 99,603 shares at an average $89.34 (~$8.9M) and insiders disposed of 179,990 shares (~$16.16M) in the last quarter, leaving insiders with about 0.18% ownership.
• NextEra reported strong Q1 results — $1.09 EPS (beat), $6.70B revenue — raised its quarterly dividend to $0.6232 (annualized $2.49, 2.6% yield) and set FY2026 EPS guidance of $3.92–4.02.

FSA Advisors Inc. lifted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 663.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,995 shares of the utilities provider's stock after buying an additional 24,330 shares during the period. FSA Advisors Inc.'s holdings in NextEra Energy were worth $2,247,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of NEE. Brighton Jones LLC raised its stake in shares of NextEra Energy by 7.0% during the 4th quarter. Brighton Jones LLC now owns 28,282 shares of the utilities provider's stock worth $2,028,000 after buying an additional 1,840 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of NextEra Energy by 6.5% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,854 shares of the utilities provider's stock worth $348,000 after buying an additional 298 shares in the last quarter. Acadian Asset Management LLC raised its stake in shares of NextEra Energy by 38.4% during the 1st quarter. Acadian Asset Management LLC now owns 12,542 shares of the utilities provider's stock worth $887,000 after buying an additional 3,479 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of NextEra Energy by 18.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,563 shares of the utilities provider's stock worth $386,000 after buying an additional 852 shares in the last quarter. Finally, United Bank raised its stake in shares of NextEra Energy by 2.9% during the 2nd quarter. United Bank now owns 15,596 shares of the utilities provider's stock worth $1,083,000 after buying an additional 444 shares in the last quarter. 78.72% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other NextEra Energy news, CEO John W. Ketchum sold 99,603 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $89.34, for a total transaction of $8,898,532.02. Following the sale, the chief executive officer owned 305,933 shares in the company, valued at approximately $27,332,054.22. This represents a 24.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Treasurer James Michael May sold 7,161 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $90.27, for a total value of $646,423.47. Following the sale, the treasurer owned 26,719 shares in the company, valued at approximately $2,411,924.13. This trade represents a 21.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 179,990 shares of company stock worth $16,155,409 in the last quarter. 0.18% of the stock is currently owned by corporate insiders.

Trending Headlines about NextEra Energy

Here are the key news stories impacting NextEra Energy this week:

• Positive Sentiment: NextEra reported a strong Q1: $6.701B revenues and net income of $2.182B, with EPS more than doubling year‑over‑year; the NRC renewed St. Lucie licenses extending operations into the 2050s/2060s — a win for long‑term capacity and earnings visibility. Article Title
• Positive Sentiment: BTIG raised its price target to $112, signaling continued analyst confidence and providing upside relative to many street targets. Article Title
• Positive Sentiment: Erste Group nudged its FY2027 EPS estimate higher and maintains a Buy, showing incremental upward revisions to the earnings outlook. Article Title
• Positive Sentiment: NextEra is highlighted by hedge‑fund screens and industry lists as a top electrical‑infrastructure/energy name and recently hit new highs, reinforcing momentum and institutional interest. Article Title
• Neutral Sentiment: Broker consensus price target sits near $97.32, which is close to current trading levels and suggests limited near‑term upside implied by the street as a whole. Article Title
• Neutral Sentiment: Technical analysts see consolidation near record highs with bullish patterns that could support further gains if momentum continues. Article Title
• Neutral Sentiment: Sector and thematic pieces (e.g., multi‑energy and top utility lists) keep NEE in investor conversations but are more background than catalysts. Article Title
• Negative Sentiment: Valuation concerns after a ~48% one‑year surge: several articles ask whether NEE is stretched, which could pressure the stock if investors rotate to cheaper names. Article Title
• Negative Sentiment: Comparisons with peers (FE vs. NEE) and valuation writeups highlight relative value trade risks if sentiment shifts or utilities outperform rotationally. Article Title

NextEra Energy Stock Performance

NYSE NEE opened at $97.04 on Monday. NextEra Energy, Inc. has a 1-year low of $63.88 and a 1-year high of $98.75. The company has a market capitalization of $202.37 billion, a P/E ratio of 24.69, a PEG ratio of 2.85 and a beta of 0.73. The business has a 50 day moving average price of $92.72 and a 200 day moving average price of $87.19. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.54 and a quick ratio of 0.44.

NextEra Energy (NYSE:NEE - Get Free Report) last announced its earnings results on Thursday, April 23rd. The utilities provider reported $1.09 EPS for the quarter, beating analysts' consensus estimates of $1.03 by $0.06. The firm had revenue of $6.70 billion for the quarter, compared to analysts' expectations of $7.43 billion. NextEra Energy had a return on equity of 12.25% and a net margin of 29.36%.NextEra Energy's quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.99 EPS. NextEra Energy has set its FY 2026 guidance at 3.920-4.02 EPS. Sell-side analysts expect that NextEra Energy, Inc. will post 4 EPS for the current fiscal year.

NextEra Energy Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were issued a dividend of $0.6232 per share. This is a boost from NextEra Energy's previous quarterly dividend of $0.57. The ex-dividend date was Friday, February 27th. This represents a $2.49 dividend on an annualized basis and a yield of 2.6%. NextEra Energy's payout ratio is currently 63.36%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on NEE. Barclays raised their price objective on NextEra Energy from $85.00 to $89.00 and gave the company an "equal weight" rating in a research note on Tuesday, April 7th. Morgan Stanley set a $108.00 price objective on NextEra Energy and gave the company an "overweight" rating in a research note on Friday, April 17th. Argus set a $92.00 price objective on NextEra Energy and gave the company a "buy" rating in a research note on Wednesday, January 28th. HSBC raised their price objective on NextEra Energy from $103.00 to $106.00 and gave the company a "buy" rating in a research note on Tuesday, April 28th. Finally, Weiss Ratings raised NextEra Energy from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $97.63.

NextEra Energy Profile

NextEra Energy, Inc NYSE: NEE, headquartered in Juno Beach, Florida, is a leading clean energy company with both regulated utility operations and competitive renewable generation businesses. The company's principal operating subsidiaries include Florida Power & Light Company (FPL), a regulated electric utility serving customers in Florida, and NextEra Energy Resources, which develops, constructs, owns and operates a large portfolio of wind, solar and energy storage projects. Together these businesses provide electricity supply, transmission and distribution services as well as utility-scale renewable generation and related services.

NextEra's activities cover the full lifecycle of power assets, from project development and construction to operation, maintenance and asset optimization.

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